Civic Intelligence

The Kelley Foundation

990PF • Fiscal year 2021 • EIN 86-2725932

Mar 16, 2021 to Dec 31, 2021 • Filed on Apr 22, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

$298,446

No earlier filing loaded for comparison.

Net Assets

$298,446

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$308,773

No earlier filing loaded for comparison.

Expenses

$10,327

No earlier filing loaded for comparison.

Net Income

$298,446

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2021: $298,446Liabilities 2021: $0Net Assets 2021: $298,4462021Assets 2022: $396,366Liabilities 2022: $0Net Assets 2022: $396,3662022Assets 2024: $395,579Liabilities 2024: $0Net Assets 2024: $395,5792024

Highlighted filing

2021

Assets$298,446
Liabilities$0
Net Assets$298,446
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Revenue 2021: $308,773Expenses 2021: $10,327Net Income 2021: $298,4462021Revenue 2022: $112,153Expenses 2022: $14,233Net Income 2022: $97,9202022Revenue 2024: $16,955Expenses 2024: $15,067Net Income 2024: $1,8882024

Highlighted filing

2021

Revenue$308,773
Expenses$10,327
Net Income$298,446
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 16, 2021 to Dec 31, 2021
Signed
Apr 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer KelleyDir, Sec-$0--
Fredrick Matson Kelley IIIDir, Pres, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Kelley Foundation
EIN
86-2725932
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Fredrick Kelley
Title
President
Phone
8008391754
Signed
2022-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix250 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0221509
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0134019
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt087490
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03323
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08698
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0218186
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jennifer Kelley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Fredrick Matson Kelley III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Fredrick Matson Kelley III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Jennifer Kelley
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08576
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Fredrick Matson Kelley III
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016834 Haleakala Highway
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03827
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Fredrick Matson Kelley III
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Jennifer Kelley
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt016834 Haleakala Highway
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt116834 Haleakala Highway
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Kula
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Kula
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0HI
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd096793
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd196793
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDRICK KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kelley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0862725932
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-04-26T10:10:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FREDRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLEY
ReturnHeader/TaxPeriodBeginDt02021-03-16
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,446
Liabilities
$0
Net assets
$298,446
Revenue
$308,773
Expenses
$10,327
Net income
$298,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.17$0.15$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$1.12$0.14$0.98
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$3.09$0.10$2.98